Anic Equity¶
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Total return since start: 0.6 %¶
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Equity now: -----------------------------> 48880.99 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42197.39 Kr¶
PnL: ---------------------------------------> -235.89 Kr¶
DD now: ---------------------------------> -7.981 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 12:04:22.670229'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.110000 | 1668.420000 | 200.880000 | 13.690000 | 1467.540000 |
| JM | 6 | 1.950000 | 879.000000 | 16.800000 | 1.950000 | 862.200000 |
| Sagax A | 4 | 0.930000 | 868.000000 | 16.000000 | 1.880000 | 852.000000 |
| Hoist Finance | 35 | 1.610000 | 994.000000 | 15.750000 | 1.610000 | 978.250000 |
| Orrön Energy | 180 | 0.530000 | 2051.100000 | 13.500000 | 0.660000 | 2037.600000 |
| Sagax B | 4 | 1.410000 | 864.000000 | 12.000000 | 1.410000 | 852.000000 |
| HEXPOL B | 9 | 0.090000 | 1029.600000 | 11.700000 | 1.150000 | 1017.900000 |
| Catena | 2 | 1.220000 | 799.200000 | 9.600000 | 1.220000 | 789.600000 |
| Atrium Ljungberg B | 5 | 0.910000 | 941.500000 | 8.500000 | 0.910000 | 933.000000 |
| BioGaia B | 8 | 0.860000 | 936.000000 | 8.000000 | 0.860000 | 928.000000 |
| Platzer Fastigheter Holding B | 12 | 0.750000 | 966.000000 | 7.200000 | 0.750000 | 958.800000 |
| AcadeMedia | 8 | 0.500000 | 404.800000 | 3.600000 | 0.900000 | 401.200000 |
| Clas Ohlson B | 12 | 0.250000 | 973.200000 | 2.400000 | 0.250000 | 970.800000 |
| ASSA ABLOY B | 3 | 0.230000 | 778.800000 | 1.800000 | 0.230000 | 777.000000 |
| EQT | 4 | 0.190000 | 831.200000 | 1.600000 | 0.190000 | 829.600000 |
| Bilia A | 8 | -0.090000 | 898.400000 | 0.800000 | 0.090000 | 897.600000 |
| Biotage | 7 | 0.070000 | 940.100000 | 0.700000 | 0.070000 | 939.400000 |
| Byggmax Group | 33 | -0.350000 | 951.060000 | -3.300000 | -0.350000 | 954.360000 |
| Gränges | 9 | -0.390000 | 922.500000 | -3.600000 | -0.390000 | 926.100000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| SKF B | 5 | -0.480000 | 933.500000 | -4.500000 | -0.480000 | 938.000000 |
| OX2 | 13 | -0.750000 | 940.550000 | -7.150000 | -0.750000 | 947.700000 |
| Hexatronic Group | 12 | -1.140000 | 953.520000 | -11.040000 | -1.140000 | 964.560000 |
| Alimak Group | 11 | -2.020000 | 907.500000 | -18.700000 | -2.020000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -2.320000 | 942.200000 | -22.400000 | -2.320000 | 964.600000 |
| Latour B | 4 | -3.410000 | 826.000000 | -29.200000 | -3.410000 | 855.200000 |
| VEF | 909 | -2.360000 | 1808.910000 | -36.360000 | -1.970000 | 1845.270000 |
| Addnode Group B | 11 | -4.370000 | 878.350000 | -40.150000 | -4.370000 | 918.500000 |
| Hexagon B | 26 | -1.320000 | 3406.000000 | -45.500000 | -1.320000 | 3451.500000 |
| Indutrade | 5 | -4.080000 | 1165.000000 | -49.500000 | -4.080000 | 1214.500000 |
| Bufab | 3 | -5.100000 | 1050.000000 | -56.400000 | -5.100000 | 1106.400000 |
| BHG Group | 97 | -4.460000 | 1390.980000 | -64.020000 | -4.400000 | 1455.000000 |
| Vitec Software Group B | 2 | -6.920000 | 1009.000000 | -75.000000 | -6.920000 | 1084.000000 |
| INVISIO | 16 | -2.610000 | 3584.000000 | -96.000000 | -2.610000 | 3680.000000 |
| TOTAL | 42197.390000 | -235.890000 | -7.98067% | 42433.280000 |
Updated:¶
'2023-07-03 12:04:39.291439'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
